LO150_EN_Col14_FT_Part_A4 (第7页) | ERP软件技术分享

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Unit5: SalesandDistribution: StockAvailable LO150

Header Data

Field Value

Customer number: T-S50A#

Purchaseordernumber: 6–412–##

Item 10 Data

Field Value

Requesteddeliverydate: In ten days

Material: T-AS1##

Quantity: 5

Ship-to party: T-S50A##

Item 20 Data

Field Value

Requesteddeliverydate: today

Material: T-AS3##

Quantity: 1

Ship-to party: T-S50B##

Savetheorderandrecordthedocumentnumber.

______________

→

a) Createastandardsalesorder: Logistics Salesanddistribution

→ → →

Sales Order Create. Enter the data from the customer

purchase order.

b) ChangetherequesteddeliverydatesfortheitemsintheFirstdate

field found in the SalesOverviewscreen.

c) Changetheship-topartneratthelineitemlevel. Selecttheline

item anddoubleclick. Thiswillbringyouintothe Itemdetails

screen. Choose Partners. Type the new ship-to party’s name

over the existing one.

d) ChooseEnter. Enterpastthesystemmessages.

e) ChooseSave. Thedocumentnumberisassignedbythesystem.

2. Display your sales order (PO 6–412–##).

Determinetheshippingactivitydatesforitem10.

Continued on next page

238

Field	Value
Customer number:	T-S50A#
Purchaseordernumber:	6–412–##

Field	Value
Requesteddeliverydate:	In ten days
Material:	T-AS1##
Quantity:	5
Ship-to party:	T-S50A##

Field	Value
Requesteddeliverydate:	today
Material:	T-AS3##
Quantity:	1
Ship-to party:	T-S50B##

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LO150 Lesson: Inventory Sourcing: Stock Available

Shipping Activity Dates

Delivery date

Goods issue date

Loading date

Material availability date

Transportationplanningdate

→ → → →

a) Logistics Salesanddistribution Sales Order – Display

→ →

Select item 10 Select the Schedule line Select the confirmed

→

scheduleline Choosetheshippingdetailspush-button.

3. On what date must the responsible shipping point start shipping

processingforitem10inorderforthegoodstoarriveatthecustomer

on time.

______________________________________

a) On yourmaterial availability date.

4. What is your loading date forthe item?

_____________________________________

Task 5 Create an outbound delivery with stock

available

Create a delivery foryour last saved sales order. If youcannot find the

order, perform a search for the order by the purchase order number,

6–412–##. Donotsavethedeliveryinthisexercise.

1. GototheCreateDeliverywithOrderReferencescreen.

→ → →

a) Logistics SalesandDistribution ShippingandTransportation

→ → →

OutboundDelivery Create SingleDocument WithReference

to Sales Order.

b) Choose Enter.

Continued on next page

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Shipping Activity	Dates
Delivery date
Goods issue date
Loading date
Material availability date
Transportationplanningdate

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Unit5: SalesandDistribution: StockAvailable LO150

2. Enter the shipping point responsible for your orders delivery.

(20##)Entertoday’sdateastheselectiondate. Restricttheselection

to the first item in the sales document (From item 10, To item

10). Attempt to create the delivery. Can you deliver the order?

Why?___________________________________________

a) Itdepends! Ifyourdatesarecorrectinthesalesorderthenthe

answershouldbeno,youshouldnothaveaschedulelineduefor

deliveryonitem10. Theselectiondateonyourdeliverycreation

screencannotbeearlierthanthematerialavailabilitydateinthe

salesorderscheduleline. Thisitemisduetodeliverin10days.

3. Attempt to create the delivery again with the same Item number

restrictedselection. Usethematerialavailabilitydateoftheitemfrom

thesalesorderastheselectiondate. Canyoucreatethedeliverythe

order item? Why?

_____________________________________________

a) Yes. You can and should begin shipping processing on the

materials availability date so that you meet the due dates of

thesubsequentprocessingactivitiesaccordingtoshippingand

transportation schedule.

4.

Caution: ExittheDeliverywithoutsaving.

a) Ifyouhaveaccidentallysavedtheoutbounddelivery,deletethe

→

delivery document with the menu path:Logistics Sales and

→ → →

distribution Shippingandtransportation Outbounddelivery

→ → →

Change Singledocument Outbounddelivery Delete

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LO150 Lesson: Inventory Sourcing: Stock Available

Lesson Summary

You should now be able to:

• Determinehowthedeliveringplantisselected

• Determine how the shippoint is selected

• Determine how the route is selected

• Determine the delivery processing schedule dates and how they

affect inventory sourcing

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Unit5: SalesandDistribution: StockAvailable LO150

Lesson: Shipping — Stock Available

Lesson Overview

In this unit you will learn to use the appropriate list reports for the

collectiveprocessingofdeliveries,transferordersandpostgoodissues.

Lesson Objectives

Aftercompletingthislesson, youwillbeableto:

• Collectively process deliveries

• Collectively process transfer orders

• Collectively process post goods issues

Business Example

In order to reduce processing time in your organization you choose

to collectively process your deliveries, transfer orders and post goods

issues. Bydoingso,youwillreduceprocessingtimesaswellasrealizea

potentialcostreductionbyautomaticallyconsolidatingordersondelivery

documents.

Collective Processing of Deliveries

Figure 77: Creating Deliveries from the Delivery Due List

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LO150 Lesson: Shipping — Stock Available

To makedeliveryprocessingfasterand easier, theR/3Systemprovides

thedeliveryduelistsoyoucanprocessmorethanonedeliveryatatime.

The system automatically puts together items from the selected sales

ordersintoasfewoutbounddeliveriesaspossible. Thisfunctioncanbe

executed by:

• Online processing of the delivery list

• Creatingabackgroundjobtobeexecutedduringoff-peakhours

Creatingoutbounddeliveriescollectivelyisbasedontheshippingpoint,

theselectiondateandotherselectioncriteriausedtoselectordersforthe

deliverylist. Theselectioncriteriamayalsoinclude,forexample: route,

ship-toparty,ordistributionchannel,tonamejustafew. Onceyouhave

setthesecriteria,youcancontroltheselectionofsalesordersforwhichyou

willcreateadelivery. Theoptionsfororderselectioncanvaryaccording

to delivery scenario and user role.

Afteryourselectioncriteriaaresetandyouexecutethedeliveryduelist

report,youwillviewalistofthesalesordersthathavemetyourselection

criteria. Inthislist,youcancontinuetomakeyourselectionmoreprecise

using the sortingand filtering reportfeatures.

From the delivery due list you can branch directly into original sales

documents.

Note: Whenyousettheselectiondateinthedeliveryduelist,you

definethedateonwhichtheitemsduefordeliveryaretobetaken

into accountforcollectiveprocessing. This isthelatestdatethat

youcanstartshippingprocessingforthegoodstostillarriveatthe

customer on time. The selection date corresponds to either the

materialavailabilitydateorthetransportationplanningdate.

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Unit5: SalesandDistribution: StockAvailable LO150

Figure 78: Possible Results of Processing Deliveries Collectively.

Customer preferences set in the customer master may influence the

outcome of a collective delivery run. There are fields in the customer

masterrecord and inthesalesdocumentwhereyou canstorecustomer

requirementsfordeliveryprocessing. Forexample,acustomermaydictate

thatmultipleordersdonotcombineintoasingledelivery.

If the customer allows orders to be combined onto a single delivery,

thenorderswillcombineunderthecommoncharacteristicrequirements

defined in Customizing.

For example, in order to combine into a single delivery, items within

an order and/or separate orders must have the following common

characteristics:

• The same shipping point

• Thesamedatethatthedeliveryisdueforprocessing(eithermaterial

availability date or transportation planning date) must fall within

the delivery selection date

• Thesame ship-to parties (samedestination)

• Thesameroute(samerouteandtransportationtype)

• The same shipping conditions (same customer requirement for

shipping)

• ThesameIncoterms(InternationalChamberofCommercetermsof

liability for freight in-transit)

Collective Processing of Transfer Orders

Youcancontrolaniteminanoutbounddeliverysothatpickingisrequired.

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LO150 Lesson: Shipping — Stock Available

Picking is carried out by creating transfer orders. Items in the transfer

orderscontainthematerialswithquantitiestobepicked,whichcorrespond

to the delivery quantities. When the transfer order is complete, the

deliverydocumentwillbeupdatedwiththepickingquantities.

Figure 79: Collective Processing Via the Outbound Delivery Monitor

Worklist

Thecollectiveprocessingtransactionfortransferorders,makesitpossible

foryoutogroupseveraldeliveriestogetherandprocesstransferordersfor

them in a single transaction.

R/3 controlsthe creation of the transferorder worklist by the shipping

pointandtheselectiondate. Youwillreviewtheworklistofalloutbound

deliveries that have yet to be picked.

In thislist, you canmake yourselectionmorepreciseusingsorting and

filteringcriteria. Youcanthenselectthedeliveriesforwhichyoudesireto

create transferorders. R/3willautomatically consolidatetheoutbound

deliveryitemsintoasfewtransferordersaspossibleinasingletransaction.

Collective processing can executed either:

• manually (online)

• asabackgroundjobtobeexecutedduringoff-peakhours

When you create a transfer order you are giving instructions to the

warehousetopickmaterialsforyourdelivery. Theoutputassociatedwith

these instructions is commonly referred to as the pick list. The pick list

canbecommunicated asaprintedlistorviaamobiledataentry(MDE)

device carried by the picker.

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Unit5: SalesandDistribution: StockAvailable LO150

Figure 80: Process Flow for Transfer Order Processing

Transferordercreation ina leanwarehouse environmentisathreestep

process:

1. CreateadeliveryintheSDShippingcomponent.

2. Create a transfer orderfor the delivery.

3. Confirm the transfer order. In a lean warehouse management

environment, it is optional whether transfer orders are subject to

confirmation.

With manual confirmation, you confirm differing amounts and can

identifythereasonforthisdifferencewithadeviationindicator.

Ifthewholequantitycannotbepickedinonetransferorder,youcan:

• Picktheopenquantitiesbycreatinganothertransferorder

• Reducethedeliveryquantitiesintheoutbounddeliverytoequalthe

pickedquantities,therebycompletingthedelivery

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LO150 Lesson: Shipping — Stock Available

Figure 81: Updating a Delivery with Transfer Order Quantities

Uponcompletionofthecollectivepickingrun,thestatusofthedeliveries

will be updated to reflect the creation and confirmation of the transfer

order.

Collective Processing For Post Goods Issue

Figure 82: Processing a Collective Post Goods Issue

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Unit5: SalesandDistribution: StockAvailable LO150

Youcanexecutegoodsissuepostingusingcollectiveprocessing. Todoso

youwilluseaworklisttoidentifyalloutbounddeliveriesreadyforgoods

issuepostingandpostyourselecteddeliveriesatthesametime.

Collective processing can be set as follows:

• manually (online)

• asabackgroundjobtobeexecutedduringoff-peakhours

Thesystemcontrolstheselectionofoutbounddeliveriestobepostgoods

issued, viathe shippingpoint, theselection dateandothercriteriasuch

astheforwardingagentortheroute. Youwillviewalistofthedeliveries

tobepostedbasedonyourselectioncriteria. Ifrequired,thelistcanalso

beexecutedatitem level. Inthislist, youcanmakeyourselectionmore

precise using sorting and filtering options.

Afteryouhavemadeyourselectionsyouwillpostgoodsissue.

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LO150 Lesson: Shipping — Stock Available

Exercise 17: Shipping — Stock Available

Exercise Objectives

Aftercompletingthisexercise, youwillbeableto:

• Collectively Process Deliveries

• Collectively Process Transfer Orders

• Collectively Post goods Issue

Business Example

In order to reduce processing time in your organization you choose to

collectivelyprocessyourdeliveries,transferordersandpostgoodsissues.

Bydoingsoyouwillreduceprocessingtimes,aswellrealizeapotential

costreductionbyautomaticallycombiningordersondeliveries.

Task 1 Collective delivery processing

Creatingoutbounddeliveriescollectivelyisbasedontheshippingpoint,

the selection date and otherselection criteria used to include orders on

the delivery due list.

1. Executethedeliveryduelistandidentifyordersforwhichyouwill

createdeliveries. Usethefollowingselectioncriteria:

Delivery Due List Selection Criteria

Field Value

Shipping point Z0##

Delivery creation date the beginning of this week to

from/to four weeks from today

Ship-to party T-S50A##andT-S50B##

→ →

Hint: Logistics Sales and Distribution Shipping and

→ → →

Transportation OutboundDelivery Create Collective

→

ProcessingofDocumentsforDelivery SalesOrders

Note: Ensurethatyouareselectingonlyyourship-to-parties

by using the singleitem selectionfeature on the data entry

screen.

2. Whichsalesdocumentshavebeenselectedbytheworklist?

Continued on next page

249

Field	Value
Shipping point	Z0##
Delivery creation date from/to	the beginning of this week to four weeks from today
Ship-to party	T-S50A##andT-S50B##

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Unit5: SalesandDistribution: StockAvailable LO150

__________________________________________

Hint: Thelistof sales documents forshipping should only

consist of orders, that you have created yourself. If your

previouslessonshavebeencompletedcorrectlyyoushould

have three items on the list.

3. Whydoesthelastorderthatyoucreatedappearinthelisttwice?

4. Onwhichroutesarethedeliveriestobedelivered?

5. Selectthethreelinesonthelistwhichrelatetotheordersyoucreated.

Transactthedeliveryduelistinthebackground.

Hint: ChooseCreatedeliveryinbackgroundtoprocessthework

list.

6. Display the collective delivery processing log. Record the group

numberunderwhichthedeliverylogismanaged.

_________________________

Hint: Choose the Log for delivery creation icon on the

application toolbar.

7. Howmanyoutbounddeliverieshavebeencreated?

Hint: SelecttheDocumentspush-buttoninthedeliverylogto

view your deliveries.

8. Recordthedocumentnumbersfortheoutbounddeliveriesandexit

the transaction.

_____________,_____________,_____________

Task 2 Collective picking

Collectiveprocessingforpickingmakesitpossibleforyoutogroupseveral

deliveries together and process them at one time. During processing

youcanselectthedocumentsfrom amultiple processinglist andcreate

transfer orders.

R/3controlsthe creationof thetransferorderworklistby theshipping

pointandtheselectiondate. Youwillreviewtheworklistofalloutbound

deliveries that have yet to be picked.

Continued on next page

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LO150 Lesson: Shipping — Stock Available

1. Execute the outbound delivery monitor work list and select your

deliveriesforpicking. Usethefollowingselectioncriteria.

Collective Picking Selection Criteria

Field Value

Shippingpoint Z0##

Pickdatefrom/to Start of the week to four weeks

from today

Route R00025 & R00030

→ →

Hint: Logistics Sales and distribution Shipping and

→ → →

transportation Picking Create transferorder ViaOutb.

Delivery monitor.

Hint: Rather than entering selection criteria to select your

ordersyoucouldenterthegroupnumberthatwasdefinedfor

the delivery log as aselectioncriteria.

2. Selectfromtheworklistthosedeliveriesthatwerecreatedduringthe

collective processing of deliveries.

3. Pick these outbound deliveries in the background. Have R/3

copy the picked quantities into the outbound delivery documents

automatically.

4. Display the outbound delivery to determine whether picking has

been carried out successfully.

Compare the delivery quantities with the picked quantities in one

of your outbound deliveries. Is there a difference between the

quantities?

5. Checktheoverallstatusoftheoutbounddelivery.

Task 3 Collective Post Goods Issue

Youcanexecutegoodsissuepostingusingcollectiveprocessing. Todoso

youwilluseaworklisttoidentifyalloutbounddeliveriesreadyforgoods

issuepostingandpostyourselecteddeliveriesatthesametime.

1. ExecutetheoutbounddeliverymonitorWorklistusingthefollowing

data.

Continued on next page

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Field	Value
Shippingpoint	Z0##
Pickdatefrom/to	Start of the week to four weeks from today
Route	R00025 & R00030

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Unit5: SalesandDistribution: StockAvailable LO150

Post Goods Issue Selection Criteria

Field Value

Shipping point Z0##

Plannedgoodsmovementdate fromStart of the weektofour

weeks from today

Route R00025 and R00030

Note: Ensure that you are selecting only yourdeliveriesto

post goods issue using the single item selection feature on

the data entry screen.

2. Select from thework list those deliveries that were created during

processingofthedeliverylist. Postthegoodsissue.

3. Returntotheoutbounddeliveryandchecktoseeifthegoodsissue

posting hasbeen carried out successfully.

You can check the overall status of the outbound delivery to view

the status.

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Field	Value
Shipping point	Z0##
Plannedgoodsmovementdate	fromStart of the weektofour weeks from today
Route	R00025 and R00030

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LO150 Lesson: Shipping — Stock Available

Solution 17: Shipping — Stock Available

Task 1 Collective delivery processing

Creatingoutbounddeliveriescollectivelyisbasedontheshippingpoint,

the selection date and otherselection criteria used to include orders on

the delivery due list.

1. Executethedeliveryduelistandidentifyordersforwhichyouwill

createdeliveries. Usethefollowingselectioncriteria:

Delivery Due List Selection Criteria

Field Value

Shipping point Z0##

Delivery creation date the beginning of this week to

from/to four weeks from today

Ship-to party T-S50A##andT-S50B##

→ →

Hint: Logistics Sales and Distribution Shipping and

→ → →

Transportation OutboundDelivery Create Collective

→

ProcessingofDocumentsforDelivery SalesOrders

Note: Ensurethatyouareselectingonlyyourship-to-parties

by using the singleitem selectionfeature on the data entry

screen.

→ → →

a) Logistics SalesandDistribution ShippingandTransportation

→ →

OutboundDelivery Create CollectiveProcessingofDocuments

→

for Delivery Sales Orders

2. Whichsalesdocumentshavebeenselectedbytheworklist?

__________________________________________

Hint: Thelist of sales documents forshipping should only

consist of orders, that you have created yourself. If your

previouslessonshavebeencompletedcorrectlyyoushould

have three items on the list.

a) Allsalesordersduefordeliverythatcorrespondtotheselection

criteria;thisincludesthetwosalesordersthatyouhavecreated

inthepreviouslesson. Onesalesordershouldhavetwoentries

on the list.

Continued on next page

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Field	Value
Shipping point	Z0##
Delivery creation date from/to	the beginning of this week to four weeks from today
Ship-to party	T-S50A##andT-S50B##

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Unit5: SalesandDistribution: StockAvailable LO150

3. Whydoesthelastorderthatyoucreatedappearinthelisttwice?

a) Becauseofthesplitcriteriadefinedinconfiguration,theitems

areforcedintoseparatedeliveries. Thecriteriathatcausedthe

splitwerethedifferingship-topartiesandroutes.

4. Onwhichroutesarethedeliveriestobedelivered?

a) R00025 and R00030

5. Selectthethreelinesonthelistwhichrelatetotheordersyoucreated.

Transactthedeliveryduelistinthebackground.

Hint: ChooseCreatedeliveryinbackgroundtoprocessthework

list.

a) MarktherelevantlinesandchoosetheBackgroundpush-button

from the application toolbar.

6. Display the collective delivery processing log. Record the group

numberunderwhichthedeliverylogismanaged.

_________________________

Hint: Choose the Log for delivery creation icon on the

application toolbar.

a) Thegroupnumberisdisplayedinthedeliverylog. ChooseLog

fordeliverycreationfromtheapplicationtoolbar.

b) Selectthelogsessionfromyourwindowstoolbar.

7. Howmanyoutbounddeliverieshavebeencreated?

Hint: SelecttheDocumentspush-buttoninthedeliverylogto

view your deliveries.

a) Threeoutbounddeliveriesshouldhavebeencreated.

8. Recordthedocumentnumbersfortheoutbounddeliveriesandexit

the transaction.

_____________,_____________,_____________

a) ChooseDocumentsinthedeliverylogandrecordthedocument

numbers.

Continued on next page

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LO150 Lesson: Shipping — Stock Available

Task 2 Collective picking

Collectiveprocessingforpickingmakesitpossibleforyoutogroupseveral

deliveries together and process them at one time. During processing

youcanselectthedocumentsfromamultiple processinglistand create

transfer orders.

R/3controlsthecreationof the transferorderworklistby theshipping

pointandtheselectiondate. Youwillreviewtheworklistofalloutbound

deliveries that have yet to be picked.

1. Execute the outbound delivery monitor work list and select your

deliveriesforpicking. Usethefollowingselectioncriteria.

Collective Picking Selection Criteria

Field Value

Shippingpoint Z0##

Pickdatefrom/to Start of the week to four weeks

from today

Route R00025 & R00030

→ →

Hint: Logistics Sales and distribution Shipping and

→ → →

transportation Picking Create transferorder ViaOutb.

Delivery monitor.

Hint: Rather than entering selection criteria to select your

ordersyoucouldenterthegroupnumberthatwasdefinedfor

the delivery log as aselectioncriteria.

→ → →

a) Logistics Salesanddistribution Shippingandtransportation

→ →

Picking Createtransferorder ViaOutb. Deliverymonitor. Enter

theselectioncriteriaandexecutetheworklist.

2. Selectfromtheworklistthosedeliveriesthatwerecreatedduringthe

collective processing of deliveries.

3. Pick these outbound deliveries in the background. Have R/3

copy the picked quantities into the outbound delivery documents

automatically.

a) Choose TO background from the application toolbar then use

theseinputs: adopt pick quantity 1.

4. Display the outbound delivery to determine whether picking has

been carried out successfully.

Continued on next page

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Field	Value
Shippingpoint	Z0##
Pickdatefrom/to	Start of the week to four weeks from today
Route	R00025 & R00030

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Unit5: SalesandDistribution: StockAvailable LO150

Compare the delivery quantities withthe picked quantities inone

of your outbound deliveries. Is there a difference between the

quantities?

→ →

a) Logistics Sales and distribution Shipping and transportation

→ → →

Outbounddelivery Display Pickingtab. Thereshouldbe

no difference.

5. Checktheoverallstatusoftheoutbounddelivery.

→

a) Displaytheoutbounddeliveryandthenchoose: Goto Header

→

Processing

Field Value

Overallpickingstatus C fully picked

Overall status of WM C WM Tansfer Order

activities confirmed

Overallstatusofgoodsissue A not yet started

Task 3 Collective Post Goods Issue

Youcanexecutegoodsissuepostingusingcollectiveprocessing. Todoso

youwilluseaworklisttoidentifyalloutbounddeliveriesreadyforgoods

issuepostingandpostyourselecteddeliveriesatthesametime.

1. ExecutetheoutbounddeliverymonitorWorklistusingthefollowing

data.

Post Goods Issue Selection Criteria

Field Value

Shipping point Z0##

Plannedgoodsmovementdate fromStart of the weektofour

weeks from today

Route R00025 and R00030

Note: Ensure that you are selecting only yourdeliveriesto

post goods issue using the single item selection feature on

the data entry screen.

→ → →

a) Logistics Salesanddistribution Shippingandtransportation

→

PostGoodsIssue CollectiveProcessingviaOutb. DeliveryMonitor

Continued on next page

256

Field	Value
Overallpickingstatus	C fully picked
Overall status of WM activities	C WM Tansfer Order confirmed
Overallstatusofgoodsissue	A not yet started

Field	Value
Shipping point	Z0##
Plannedgoodsmovementdate	fromStart of the weektofour weeks from today
Route	R00025 and R00030

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LO150 Lesson: Shipping — Stock Available

2. Select from the work list thosedeliveries that werecreated during

processingofthedeliverylist. Postthegoodsissue.

a) Select the relevant outbound deliveries and choose Post goods

issue push-button from the application toolbar. Entertoday’s

dateatthepromptforgoodsmovementdate.

3. Returntotheoutbounddeliveryandchecktoseeifthegoodsissue

posting hasbeen carried outsuccessfully.

You can check the overall status of the outbound delivery to view

the status.

→ → →

a) Logistics SalesandDistribution ShippingandTransportation

→

Outbound Delivery Display

→ →

b) Choose: Goto Header Processing

c) Overallstatusofgoodsissue: Ccompleted

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Unit5: SalesandDistribution: StockAvailable LO150

Lesson Summary

You should now be able to:

• Collectively process deliveries

• Collectively process transfer orders

• Collectively process post goods issues

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LO150 Lesson: Billing: Stock Available

Lesson: Billing: Stock Available

Lesson Overview

In this lesson you will collectively create billing documents for the

deliveries that havebeenpost goods issued.

Lesson Objectives

Aftercompleting this lesson, youwillbeable to:

• Collectively process billing documents

Business Example

In order to reduce processing times you will generate a billing due list

that will allow you to transact multiple billing documents in a single

transaction.

Collective Processing of Billing Documents

Figure 83: Processing the Billing Due List

To make billing faster and easier, the R/3 System provides the billing

duelistasameanstoprocessmorethanonebillingdocumentatatime.

R/3 willautomatically combine items into as few billing documents as

is possible.

This function can be executed by:

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• manualprocessingofthebillingduelist(onlineprocessing)

• abackgroundjobtobeexecutedduringoff-peakhours

Figure 84: Collective Billing Options

When processing the billing due list, the R/3 System will list all of the

ordersand/ordeliveriesthathavemetyourselectioncriteria.

Afterselectingtheordersand/ordeliveriesthatyouwanttoinvoiceyou

havethreeoptionsforprocessingtheitemsinthebillingduelist:

• Individual billing document for each outbound delivery: An

individualbillingdocumentiscreatedforalldocumentsmarkedin

thebillingduelist. Nocombinationiscarriedout.

• Collective invoice: All documents marked in the billing due list

are billed. The system tries to combine them as much as possible.

Processingoftheselecteddocumentsiscarriedoutinthebackground.

Afterprocessingofthedocuments,youreturntothebillingduelist.

Iconsindicatewhetherornotadocumenthasbeenbilledsuccessfully.

• CollectiveBillingDocumentsOnline: Thesystembranchesdirectly

totheCreateBillingDocumenttransactionVF01andthedocumentsare

combinedaremuchaspossiblebasedonthesplitcriteria.

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LO150 Lesson: Billing: Stock Available

Figure 85: Delivery Resulting in an Invoice Split

A single delivery or order that has more than one item can result in

multiple invoices. This occurs because certain characteristics of the

delivery or order items were different.

The following is among the data checked for commonality among

documents and line items when processing an order or delivery into a

billing document:

• The same billing date

• The same ship-to party

• The same payer

• The same terms of payment

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Figure 86: Worklists Used for Collective Processing

ThisslidegivesanoverviewofcollectiveprocessingthroughouttheSales

and Distribution.

1. You can use the delivery due list to process sales documents into

outbound deliveries.

2. You use the outbound delivery monitorworklist to create transfer

orders for outbound deliveries.

3. You can use the outbound delivery monitor as a worklist to select

deliveries to be post goods issued.

4. Youcanusethebillingduelisttoprocessoutbounddeliveries(and,if

required, orders) forbilling documents.

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LO150 Lesson: Billing: Stock Available

Exercise 18: Billing — Stock Available

Exercise Objectives

Aftercompletingthisexercise, youwillbeableto:

• Collectivelyprocessdeliveriesdue forbilling

Business Example

Inordertoreduceprocessingtimesyouwillgenerateabillingduelistthat

willallowyoutotransactmultipledocumentsinasingletransaction

Task Collective Billing

Toimprovetheefficiencyofbilling, theR/3Systemprovidesthebilling

duelistasameanstoprocessmorethanonebillingdocumentatatime.

R/3 willautomatically combine items into as few billing documents as

is possible.

1. Executethebilling due list and select the outbound deliveries that

meet the following billing criteria.

Billingdatefrom the beginning of this week to four

weeks from today

Salesorganization 1000

Shippingpoint1000 Z0##

Sold-to party T-S50A##andT-S50B##

→ → →

Hint: Logistics Sales and Distribution Billing Billing

→

document Process Billing duelist.

2. Select your deliveries from the list

Caution: Ensureyouhaveselectonlyyourdeliveries!

3. Executeasimulatedbillingruntoseewhattheresultsofprocessing

the billing due list would be.

4. Selectanytwodocumentsandexecuteasplitanalysistoseeifthereis

anyreasonwhytheproposeddocumentscouldnotbeconsolidated

onto a single billing document.

Continued on next page

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Billingdatefrom	the beginning of this week to four weeks from today
Salesorganization	1000
Shippingpoint1000	Z0##
Sold-to party	T-S50A##andT-S50B##

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Unit5: SalesandDistribution: StockAvailable LO150

5. Returnbackintothebillingduelistandcreatethebillingdocuments

in collective processing. Use the green arrow back until you have

returned back to the process billing due list screen. Select the

collectivebilling document push-button.

6. Recordthegroupnumberforthecollectiveprocessingrun.

7. Reviewthelogtoseehowmanybillingdocumentshavebeencreated.

Record thenumbersofthebilling documents:

8. Displayoneofthebillingdocumentscreatedtoseewhetherthebilling

processiscompleted. Usethedocumentflowinthebillingdocument.

Is the billing completed?

Why?

__________________________________

9. Displaytheinvoiceandreviewtheinvoiceoutputtoseewhetherthe

deliveryconditionsandpaymentconditionsarecorrectontheform.

ChooseoutputtypeRD00andprinterLP01.

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LO150 Lesson: Billing: Stock Available

Solution 18: Billing — Stock Available

Task Collective Billing

Toimprovetheefficiencyofbilling, theR/3Systemprovidesthebilling

duelistasameanstoprocessmorethanonebillingdocumentatatime.

R/3 willautomatically combine items into as few billing documents as

is possible.

1. Executethebilling due list and select the outbound deliveries that

meet the following billing criteria.

Billingdatefrom the beginning of this week to four

weeks from today

Salesorganization 1000

Shippingpoint1000 Z0##

Sold-to party T-S50A##andT-S50B##

→ → →

Hint: Logistics Sales and Distribution Billing Billing

→

document Process Billing duelist.

→ → → →

a) Logistics SalesandDistribution Billing Billingdocument

Process Billing due list.

2. Select your deliveries from the list

Caution: Ensureyouhaveselectonlyyourdeliveries!

3. Executeasimulatedbillingruntoseewhattheresultsofprocessing

the billing due list would be.

a) ChoosetheSimulationiconfromtheapplicationtoolbar.

Continued on next page

265

Billingdatefrom	the beginning of this week to four weeks from today
Salesorganization	1000
Shippingpoint1000	Z0##
Sold-to party	T-S50A##andT-S50B##

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Unit5: SalesandDistribution: StockAvailable LO150

4. Selectanytwodocumentsandexecuteasplitanalysistoseeifthereis

anyreasonwhytheproposeddocumentscouldnotbeconsolidated

onto a single billing document.

a) Select two documents and choose theSplit analysisicon from

the application toolbar.

Thefollowingdocumentinformationmayhavecausedabilling

split:

• Sold-to party and payer

• Referenceand assignment number

• Sales tax – identification number

• Incoterms part 1 and part 2

• Purchase Order number

5. Returnbackintothebillingduelistandcreatethebillingdocuments

in collective processing. Use the green arrow back until you have

returned back to the process billing due list screen. Select the

collectivebilling document push-button.

a) Usethegreenarrowbacktotheprocessbillingduelistscreen

and choose Save.

6. Recordthegroupnumberforthecollectiveprocessingrun.

a) Selectbillinglogdisplayfromtheapplicationtoolbar

b) Record thegroupnumberfrom thelog.

7. Reviewthelogtoseehowmanybillingdocumentshavebeencreated.

Record thenumbersofthebilling documents:

a) Three billing documents have been created. To see the

documentnumbers,choosetheDocumentspush-buttonfromthe

applicationtool barinthe billing log.

8. Displayoneofthebillingdocumentscreatedtoseewhetherthebilling

processiscompleted. Usethedocumentflowinthebillingdocument.

Is the billing completed?

Why?

__________________________________

→ → → →

a) Logistics Salesanddistribution Billing Billingdocument

Display. Choose Document flow.

b) TheSalesandDistributionprocessisclosed. Theclearingofthe

accountingdocumentispartofthepaymentprocessinFinancial

Accounting.

Continued on next page

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LO150 Lesson: Billing: Stock Available

9. Displaytheinvoiceandreviewtheinvoiceoutputtoseewhetherthe

deliveryconditionsandpaymentconditionsarecorrectontheform.

Choose outputtypeRD00andprinterLP01.

→ → →

a) Logistics Sales and distribution Billing Billing document

→ → → →

Display donotopenthebillingdocument Billingdocument

→

choose: Issue output to Screen.

→

Output type: RD00 Execute

b) Paymentconditionsanddeliveryconditionsareshownabove

the items in the invoice.

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Unit5: SalesandDistribution: StockAvailable LO150

Lesson Summary

You should now be able to:

• Collectively process billing documents

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LO150 Unit Summary

Unit Summary

You should now be able to:

• Controlthe salesprocessesby choosingthecorrectsalesdocument

type

• Identifythefunctionscontrolledbythesalesdocument

• Determinehowthedeliveringplantisselected

• Determine how the shippoint is selected

• Determine how the route is selected

• Determine the delivery processing schedule dates and how they

affect inventory sourcing

• Collectively process deliveries

• Collectively process transfer orders

• Collectively process post goods issues

• Collectively process billing documents

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Unit Summary LO150

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LO150 Test Your Knowledge

Test Your Knowledge

1. Describehowthesalesordertype willaffectsubsequent Salesand

Distribution processes.

2. Thesalesdocumenttypewilldeterminethe billingdocumenttype

that is used during billing processing.

Determinewhetherthisstatementistrueorfalse.

True

False

3. Whichsalesdocumenttypewillcreateanimmediatedeliveryupon

saving the sales order?

Choosethecorrectanswer(s).

A Standard order

B Consignment order

C Cash sales order

D Delivery free of charge

4. How is the delivering plant determined for the item if there is no

plantlistedinanyofthemasterdatasources?

5. What is the purposeof theshipping point?

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TestYourKnowledge LO150

6. Whatdateinthescheduleline’sdeliveryactivityscheduleisusedas

theselectiondateinthedeliverycreatescreen?

7. What is a route?

8. Collectiveprocessingactivitiescanbeexecutedmanuallymanually

or automaticallyautomatically.

Fillintheblankstocompletethesentence.

9. How do you control what appears on a worklist for collective

processing?

10. Whatfactorsdetermineifanorderwillbeallowedtocombinewith

other orders for a collective delivery?

11. To show up on the billing due list, a delivery must be

postgoodsissuedpostgoodsissued

Fillintheblankstocompletethesentence.

12. The billing due list can be executed manuallymanuallyor

asabackgroundjob. asabackgroundjob.

Fillintheblankstocompletethesentence.

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LO150 Test Your Knowledge

13. Asalesorderdocumentnumbercouldshowuponthebillingduelist.

Determinewhetherthisstatementistrueorfalse.

True

False

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TestYourKnowledge LO150

Answers

1. Describe howthesalesordertype willaffectsubsequent Salesand

Distribution processes.

Answer: The sales order type has default control settings in its

configurationthatdeterminewhatfunctionswillbeexecutedduring

Sales and Distribution processing.

2. Thesalesdocumenttypewilldeterminethebillingdocumenttype

that is used during billing processing.

Answer: True

R/3willusethebillingtypethat issetasthe defaultcontrolinthe

salesdocumenttype. Theusercouldchoosetooverridethedefault

billing type.

3. Whichsalesdocumenttypewillcreateanimmediatedeliveryupon

saving the sales order?

Answer: C

Cash Sales Order. A Rush Order will also create and immediate

delivery.

4. How is the delivering plant determined for the item if there is no

plantlisted inany ofthe masterdatasources?

Answer: R/3wouldnotbeabletodeterminetheplantandnoplant

would default.

Theusercouldmanuallydeterminetheplantintheheaderoratthe

line items of the sales order.

5. What isthepurposeof the shipping point?

Answer: The shipping point is the organizational unit whose

employeesareresponsiblefordeliverycreationandprocessing.

6. Whatdateinthescheduleline’sdeliveryactivityscheduleisusedas

theselectiondateinthedeliverycreatescreen?

Answer: The material availability date in the confirmed schedule

line’s delivery activity schedule is the date that corresponds the

selectiondateinthe delivery createscreen.

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LO150 Test Your Knowledge

7. What is a route?

Answer: The route establishes the path and the method of

transportation a delivery item takes to reach the customer. When

creatingdeliverieswiththedeliveryduelist,therouteisanimportant

selectioncriteriaforchoosingorderstodeliver.

8. Collective processing activities can be executed manually or

automatically.

Answer: manually, automatically

Youcanchoosetosetupyourcollectiveprocessingrunsasforeground

orbackground jobsthat executeinoff hours.

9. How do you control what appears on a worklist for collective

processing?

Answer: Bysettingselectioncriteriainthereport.

10. Whatfactorsdetermineifanorderwillbeallowedtocombinewith

other orders for a collective delivery?

Answer:

• The same shipping point

• The same date that the delivery is due for processing (either

materialavailabilitydateortransportationplanningdate)must

fallwithin the delivery selection date

• Thesameship-toparties(samedestination)

• Thesameroute(samerouteandtransportationtype)

• Thesameshippingconditions(samecustomerrequirementfor

shipping)

• ThesameIncoterms(InternationalChamberofCommerceterms

of liability for freight in-transit)

11. To show up on the billing due list, a delivery must be post goods

issued

Answer: post goods issued

12. Thebillingduelistcanbeexecutedmanuallyorasabackgroundjob.

Answer: manually , as abackground job.

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TestYourKnowledge LO150

13. Asalesorderdocumentnumbercouldshowuponthebillingduelist.

Answer: True

Asalesorderthathasitemsthatarerelevantforbillingbutarenot

relevant for delivery would show up on the billing due list if the

selection criteria included it.

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